Plan Ledger DOL Form 5500 · updated monthly

Prestwick Group, Inc.401(k)

THE PRESTWICK GROUP, INC. 401(K) SAVINGS PLAN · SUSSEX, WI · plan year 2024

Reported admin expense ratio · 2024
0.65%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Prestwick Group, Inc. reported $58,008 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,858 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.47% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,279th of 1,936), and 8,834th of 13,661 in manufacturing. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 132 to 180 since 2022.

Plan summary
Net assets, end of year$9,894,197
Participants with balances146
Active participants180
Employer contributions$334,451
Employee contributions$730,055
Employer contribution per active participant$1,858
Average account balance$67,768
Benefits paid to participants$357,388
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 146 accts · $334K emplr
2023$7.9M · 144 accts · $297K emplr
2022$6.5M · 131 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,008
Total administrative$58,008
The Prestwick Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,858
Median for plans this size$1,313
2024$1,858 per active participant
2023$1,905 per active participant
2022$1,879 per active participant

Prestwick Group, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$55,383
OSAIC WEALTH · Insurance broker · Insurance servicesindirect comp
PPG RETIREMENT PLAN SERVICES · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,008 · 0.65%
2023$33,130 · 0.46%
2022$33,181 · 0.47%
Same employer
Similar plansManufacturing · Wisconsin
Nog, Inc. WI$10.2M · 0.33%
Burnett Dairy Co-Op WI$10.0M · 0.63%
Nabco Entrances, Inc. WI$9.9M · 0.46%
New Berlin Plastics, Inc. WI$9.8M · 0.55%
Wisconsin Plastics, Inc WI$9.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391888813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.